Clarity Wealth Development’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Clarity Wealth Development’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.31M	Buy	132,392 +2,590	+2%	+$64.7K	1.84%	16
2026 Q1	$3.25M	Buy	129,802 +2,625	+2%	+$66.2K	2.66%	9
2025 Q4	$3.21M	Buy	127,177 +6,826	+6%	+$172K	2.72%	9
2025 Q3	$3.05M	Sell	120,351 -416	-0.3%	-$10.5K	2.76%	11
2025 Q2	$3.04M	Buy	120,767 +6,829	+6%	+$170K	3.03%	9
2025 Q1	$2.86M	Buy	113,938 +294	+0.3%	+$7.3K	3.19%	9
2024 Q4	$2.82M	Buy	+113,644	New	+$2.82M	3.07%	11

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clarity Wealth Development's SUSB Position: Q2 2026 in Review

Clarity Wealth Development increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2% in Q2 2026, buying an estimated $64.7K and bringing the position to 132,392 shares worth $3.31M. The position accounts for 1.84% of the portfolio, ranked #16.

Clarity Wealth Development first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Clarity Wealth Development held 132,392 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.31M as of Q2 2026.
Clarity Wealth Development bought 2,590 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $64.7K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 1.84% of Clarity Wealth Development's portfolio in Q2 2026, its #16 holding.
Clarity Wealth Development first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.